FA News

We Forgot To Mail The Check And Other Municipal-Bond Excuses

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Bond issuers have forgotten to pay investors 119 times since January 2017.

Elder Abuse Prevention Website Launched For Advisors, Public

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The website was created through a partnership including Bank of America and AARP New York.

Many Financial Advisors Remain Holdouts In Digital Data Age

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The "paperless office" is still a mythical concept in many advisor practices.

VanEck Files For Video Gaming And eSports ETF

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The business of electronic sports is a fast-growing global phenomenon.

Skittish Muni-Bond Investors Are Worst At Timing The Market

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Municipal bonds are one of the world’s safest investments, buyers are still prone to so-called headline risk.

Trump Insiders Seek Pardon For 'Junk Bond King' Michael Milken

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Sources say the idea is supported by Jared Kushner, Steven Mnuchin and Rudy Giuliani.

LPL Offers Advisors Model Portfolio Focused On Blockchain Tech

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The portfolio will focus on companies developing and implementing blockchain technology.

Debt, Tariffs Seen As Biggest Threats To Strong Economy By CIOs

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Free trade has raised the living standards of populations around the world, the money managers said.

Rich Looking To Dodge Property Tax Caps Turn To Alaskan Trusts

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Tax advisors say strategy is best for the well off, but not the super-rich.

Powell Styles Himself Fed Chairman For The People As Rates Bite

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Jerome Powell's shift toward plain-spokenness comes as the Fed approaches a treacherous policy juncture.

New Alliance Promotes Annuities

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AIG is among the founders of the alliance, which is promoting the benefits of annuities to investors and advisors.

The Appeal Of Currency-Hedged ETFs Isn’t What You Might Think

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These types of funds are more than just trying to outwit currency markets.

Dynasty’s New Program Aims To Help Its Multi-Billion-Dollar Firms

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Dynasty says larger firms face unique situations.

This RIA Knows How To Treat Its Employees

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Patios with mountain views, an art gallery and lots of other benefits have led to recognition for this RIA.

Investors Have Edge With Balanced Funds, Morningstar Says

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Returns on balanced funds have edged out those of open-ended funds over the past decade, the firm says.

Majority Of Wealthy Clients See Money As Key To Happiness, Survey Says

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Men, however, are more driven than women to accumulate money for money's sake, the survey found.

Advisory Industry Splits Along Familiar Lines In Debate Over SEC Best-Interest Rule

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Broker groups told the SEC a broad fiduciary standard is unnecessary; advisor and consumer groups disagreed.

How Advisors Can Prepare For An Era Of Portfolio Decumulation

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A Morningstar conference panel touted a multipronged approach to generating income from a portfolio.

Millionaires And Billionaires Now Control Half The World's Personal Wealth

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That's up from slightly less than 45 percent in 2012, according to the report.

Wealth Managers, Stop Cutting Those Fees If You Want To Survive

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Private bankers generally charge one in three customers fees that are below what they could be, a new report says.